About us

Acuity Private Wealth is a boutique Financial Planning business based in Eastwood with clients locally, interstate and overseas. You will report to Darren Wright who joined the investment industry in the late 1990's and has had an extensive career in stockbroking and Financial Planning including being a licensee and Principal of Adelaide's largest Financial Planning business at the time. Darren has also spent a lot of his career providing media commentary and has been a key note presenter on the topics of business, investment and economic trends. We provide hands on portfolio management including direct share investment and we are known for above average investment expertise. We provide clients with holistic advice in the areas of retirement planning, investment, estate planning, insurance and debt planning. The business is also highly technology focussed with a great deal of focus on efficient and effective processes and systems.

Qualifications & experience

Ideally the right candidate has had customer service or worked in an administration role. This is an entry level position so we will train financial planning skills if you have not worked in the industry before, but some experience in an office environment is ideal.

We welcome applicants with competent computer skills and knowledge of Microsoft Office.

In particular we are looking for someone with excellent communication skills that is well organised and has a positive and happy attitude. We can teach you anything but the right attitude can win you this role.

Tasks & responsibilities

A significant focus will be on client relationship management and you will be the first point of contact for clients and organisations we do business with.

Implement investment transactions on stockbroking platforms and other investment platforms.

Ensure the implementation of advice occurs in a timely and high quality manner.

Update and maintain client records and records.

Assist clients with ad-hoc requests for reports, transactions and information.

Benefits

The successful applicant will be given high exposure to learning Financial Planning administration with opportunities for salary increases and promotion as experience and performance evolves.

The business is in a growth phase and with that growth will come much opportunity to progress your career and learn from one of Adelaide's most experience investment specialists.

A cark park will be provided to the successful applicant at the office.